See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,930 | $88,751-48.2% | $81,812-43.9% | $145,922-68.5% |
| Participation rate | 27.3% | 75.0%-47.8pp | 72.3%-45.1pp | 80.3%-53.0pp |
| Annual return | 9.91% | 1025.40%-1015.5pp | 773.79%-763.9pp | 561.29%-551.4pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,912-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $4,446 | $4,643-4.2% | $4,319+3.0% | $6,688-33.5% |
| Admin fee / account holder | $14,324 | $8,415+70.2% | $7,386+93.9% | $13,397+6.9% |